Edge Wealth Management’s AstraZeneca AZN Stock Holding History

Edge Wealth Management’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-522	Closed	-$36K	–	590
2018 Q1	$36K	Hold	522	–	–	0.01%	255
2017 Q4	$36K	Buy	+522	New	+$35.2K	0.01%	252
2014 Q2	–	Sell	-649	Closed	-$42K	–	382
2014 Q1	$42K	Hold	649	–	–	0.02%	186
2013 Q4	$39K	Hold	649	–	–	0.02%	176
2013 Q3	$34K	Hold	649	–	–	0.02%	162
2013 Q2	$31K	Buy	+649	New	+$33K	0.02%	159

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Edge Wealth Management's AZN Position: Q2 2018 in Review

Edge Wealth Management sold out of AstraZeneca (AZN) in Q2 2018, closing a stake of 522 shares — an estimated $36K sold.

Edge Wealth Management first reported a position in AZN in Q2 2013 and held it in 6 quarters. The position peaked at $42K in Q1 2014. 530 funds tracked by Wall St. Rank hold AZN as of Q2 2018.

Edge Wealth Management reported no remaining AstraZeneca position as of Q2 2018 after selling out during the quarter.
Edge Wealth Management sold 522 AstraZeneca shares in Q2 2018, an estimated $36K.
Edge Wealth Management first reported a position in AstraZeneca in Q2 2013 and held it in 6 quarters.
Edge Wealth Management's AstraZeneca position peaked at $42K in Q1 2014.
530 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2018.

Based on Edge Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.